PAI

Pittenger & Anderson Inc Portfolio holdings

AUM $2.73B
1-Year Est. Return 11.5%
This Quarter Est. Return
1 Year Est. Return
+11.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.1B
AUM Growth
+$55.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
408
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$3.86M
3
+$2.12M
4
LMT icon
Lockheed Martin
LMT
+$1.24M
5
HAS icon
Hasbro
HAS
+$1.1M

Top Sells

1
+$3.51M
2
+$2.68M
3
+$2.1M
4
PFE icon
Pfizer
PFE
+$1.48M
5
HRL icon
Hormel Foods
HRL
+$1.11M

Sector Composition

1 Technology 33.66%
2 Financials 10.88%
3 Industrials 7.44%
4 Healthcare 5.86%
5 Consumer Discretionary 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$12K ﹤0.01%
420
327
$11K ﹤0.01%
+224
328
$10K ﹤0.01%
100
329
$10K ﹤0.01%
400
330
$10K ﹤0.01%
688
331
$10K ﹤0.01%
175
332
$10K ﹤0.01%
165
333
$9K ﹤0.01%
200
334
$9K ﹤0.01%
+551
335
$8K ﹤0.01%
200
336
$8K ﹤0.01%
175
337
$8K ﹤0.01%
195
-1,000
338
$8K ﹤0.01%
+339
339
$7K ﹤0.01%
+100
340
$7K ﹤0.01%
+175
341
$7K ﹤0.01%
75
342
$7K ﹤0.01%
120
343
$6K ﹤0.01%
+100
344
$6K ﹤0.01%
+322
345
$6K ﹤0.01%
135
-130
346
$6K ﹤0.01%
101
347
$6K ﹤0.01%
72
348
$6K ﹤0.01%
70
349
$6K ﹤0.01%
+169
350
$5K ﹤0.01%
+100
12 13
14
15 16